How to calculate percentage dynamically for the year in SAC

[TanyaSrivastava]

Hi All,

In SAP Analytics Cloud (SAC), we have a requirement to fetch the ROCE % Annualized for the year.

Below is an example for reference.
ROCE % = Operating Profit / Capital Employed
We have data in our classic model in SAC for Q1, hence the values are coming as:
ROCE % = 10/500 = 2%

The client has a requirement that the ROCE should be annualized, which means in Q1 it should show the value as ROCE * Year/no. of months, hence ROCE will come 8% (2*12/3) which will be annualized for the year.

How to achieve this in SAC?

@N1kh1l if you could please provide any inputs in achieving this.

Regards,
Tanya

[N1kh1l]

You will have to show a working on an Excel here. ROCE % = 10/500 = 2%, is this data for a period or for quarter?

[MichalCK · Accepted solution]

you can create in Story calculations

Aggregation, County Dimension Date (depends on granularity, but if monthly then will be correctly calculated

And another calculation using Month Counter, where you do ROCE% * 12 / Month Counter

[MKreitlein]

Hello @TanyaSrivastava 

maybe my solution is too simple ... but what about if you create some restricted key figures first?

In the classic model you can restrict those in the account dimension via the editor, just one simple example:

Afterwards, in the story, you can reuse them and create several calculated key figures for your formulas.

If you restrict the date in the model Key figures, you can easily change it year after year.

BR, Martin

[TanyaSrivastava]

Hi @N1kh1l ,

ROCE% formula is mentioned below:
ROCE % = Capital Employed/Operating Profit

In my model i have loaded the data only for Q1 of 2023. 
Now, based on the data which i have loaded system is calculating the correct value, below is an example:

Capital Employed	100
Operating profit	20
ROCE %	20.00%

Now, the client has a requirement that this value should be annualized for the year, which means we need to put a formula ROCE% * 12 months/3months

ROCE for Q1	20.00%
No of Month till which the data has been loaded	3
Total no. of months	12
Annualized ROCE%	80.00%

How to achieve this in SAC?

Regards,
Tanya